Sales Administrator - Financial Services

Recruiter
OMNI Search & Selection
Location
London
Salary
17000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time

A reputable financial services organisation with Chartered Financial Planner status in the City of London currently require a Sales Administrator to join their business and provide assistance to the Financial Advisers.

The successful candidate will have excellent communication skills with a professional and proactive attitude at all times.

Sales Administrator - Summary

  • Process client applications for products, send them to the relevant product providers, and record the information on the company database.
  • Correspond with product providers and clients, including obtaining policy illustrations, sending out policy documents and other general product information.
  • Produce policy schedules, incorporating all product types using provider websites and calling the providers for policy information.
  • Answer incoming telephone calls to the office in a polite and professional manner.

Requirements

  • Effective communication skills, both written and verbal.
  • The ability to priorities and organise workload.
  • A professional, proactive and positive attitude.
  • The ability to work independently and/or as part of a team.
  • Have experience of using word, excel, outlook & Back office systems.

Package

£17,000 - £22,000 p.a. + bens depending on experience.

Full training provided.